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Find Top Financial Advisors in Hamilton, Ohio

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Hamilton, Ohio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Hamilton

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Hamilton, Ohio
Financial Advisor Office Location Phone Number
Donald Felty, PhD
Donald Felty Llc
6989 Morris Road,
Fairfield Township, OH  45011
(513) 284-1959
Maria Santiago
Edelman Financial Engines, LLC
Summit Woods I Building,
Cincinnati, OH  45241
(513) 334-2851
Dave Wilder
Total Wealth Planning LLC.
4665 Cornell Rd,
Cincinnati, OH  45241
(513) 984-6696
Anne Megerle
Creative Planning
8044 Montgomery Rd. Suite 170,
Cincinnati, OH  45236
(913) 338-2727
Jay Lame
Creative Planning
8044 Montgomery Rd. Suite 170,
Cincinnati, OH  45236
(913) 338-2727
Matt Pitzer
Creative Planning
8044 Montgomery Rd. Suite 170,
Cincinnati, OH  45236
(913) 338-2727
Matt Arnold
Creative Planning
---,
Indianapolis, IN  45212
(317) 315-0411
David Sparks
Creative Planning
3805 Edwards Rd. Suite 550 Office 6,
Cincinnati, OH  45209
(513) 551-7548
Judd Eberhart
Creative Planning
3805 Edwards Rd. Suite 550 Office 6,
Cincinnati, OH  45209
(513) 310-1437
Kevin Copley
Creative Planning
3805 Edwards Rd. Suite 550 Office 6,
Cincinnati, OH  45209
(513) 802-6595
Chris Oberholzer
Infinity Wealth Counsel
433 West Loveland Avenue,
Loveland, OH  45140
(513) 563-3500
Matt Meister
Edelman Financial Engines, LLC
10100 Innovation Drive,
Miamisburg, OH  45342
(937) 431-1925
Doug Kinsey
Artifex Financial Group, LLC
2305 Far Hills Avenue,
Dayton, OH  45419
(885) 752-6644
Shon Anderson
Anderson Financial Strategies
2500 Stratacache Tower,
Dayton, OH  45423
(937) 610-9388
Maria Santiago
Edelman Financial Engines, LLC
7310 Turfway Road Suite 550,
Florence, KY  41042
(513) 334-2851

Information on Qualified Financial Advisors in Hamilton

Qualifications CRD# 1484405

Compensation/Fee Fee-Based


Office Location 6989 Morris Road,
Fairfield Township,
OH 
45011
Phone Number (513) 2841959

I began my financial services career in 1976 and currently have clients in eight different states. He earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant through The American College of Financial Services. Don earned a PhD at Miami University, did post-graduate work in finance at the University of Wales, and earned certifications as a Certified Investment Management Consultant, Certified Investment Management Analyst, and Certified Annuity Specialist. Don was described as the most widely read student in as both an undergraduate and graduate student. Don has taught financial, investment and retirement Planning at three major American Corporations and as an adjunct professor on the college level. He is a valued resource to Individuals, CPAs, Attorneys, Insurance Agencies, and other financial professionals in tax-deductible retirement savings accounts including: 401(k) or 403(b) offered by employers, Solo 401(k) SEP IRA, Simple IRA, for business owners, IRA, IRA Rollover, Roth IRA and Health savings accounts for individuals. Don says that investing for retirement income requires different wisdom than investing for accumulation. For nearly two decades, he has specialized in strategies to increase retirement income and decrease risk. DONALD FELTY LLC is a Registered Investment Adviser registered with the Ohio Division of Securities. Investment Advisers Are Fiduciaries to their advisory clients. This means that they have a fundamental obligation to act in the best interests of their clients and to provide investment advice in their clients' best interests.

About Donald Felty Llc



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH 
45241
Phone Number (513) 3342851

Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters. I also enjoy running and boating.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2063597
FirmCRD# 174434
Series 65 (Not needed as an RIA)

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 4665 Cornell Rd,
Suite 160,
Cincinnati,
OH 
45241
Phone Number (513) 9846696

As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave’s background and experience includes: 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired Five-Star Advisor through Paladin Registry; 2008 Reuters Top Advisor; Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

About Total Wealth Planning LLC.

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.



Qualifications CRD# 6186363
FirmCRD# 105348


Office Location 8044 Montgomery Rd. Suite 170,
Cincinnati,
OH 
45236
Phone Number (913) 3382727

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 7088427
FirmCRD# 105348


Office Location 8044 Montgomery Rd. Suite 170,
Cincinnati,
OH 
45236
Phone Number (913) 3382727

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6038654
FirmCRD# 105348


Office Location 8044 Montgomery Rd. Suite 170,
Cincinnati,
OH 
45236
Phone Number (913) 3382727

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5004868
FirmCRD# 105348


Office Location ---,
Indianapolis,
IN 
45212
Phone Number (317) 3150411

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5839646
FirmCRD# 105348


Office Location 3805 Edwards Rd. Suite 550 Office 6,
Cincinnati,
OH 
45209
Phone Number (513) 5517548

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 7053325
FirmCRD# 105348


Office Location 3805 Edwards Rd. Suite 550 Office 6,
Cincinnati,
OH 
45209
Phone Number (513) 3101437

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4965104
FirmCRD# 105348


Office Location 3805 Edwards Rd. Suite 550 Office 6,
Cincinnati,
OH 
45209
Phone Number (513) 8026595

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2261553
FirmCRD# 171959
Series 65

Compensation/Fee Fee Only, Flat Fee


Office Location 433 West Loveland Avenue,
Loveland,
OH 
45140
Phone Number (513) 5633500

Chris Oberholzer is a Certified Financial Planner who specializes in guiding clients in making sound financial decisions and in managing their investment portfolio to enable them to achieve their financial goals. Chris earned a B.S. in Business Administration from the University of Dayton with specializations in Finance and Economics. In 1992, he completed the Certified Financial Planner (CFP) Professional Education program at the College for Financial Planning. During his 22 year career with Wealth Dimensions Group, Chris held many positions, including Director of Financial Planning, Investment Committee Chair and Managing Member. In 2014 he founded Infinity Wealth Counsel to allow him to spend more time on the part of the business where his true passion lies, working directly with clients. Chris is an active member and former treasurer of the Cincinnati Chapter of the Financial Planning Association. He has been involved in financial education through Junior Achievement and as the Chairman of Youth Development for the Rotary Club of Northeast Cincinnati. He has also served as a board member and president of the Rotary Club of Northeast Cincinnati. In 2020 Chris was named a Five Star Wealth Manager for the 8th time. During his free time, Chris enjoys spending time with his family which includes his wife Carol, five children, three daughters-in-law, four grandchildren and a Bernedoodle puppy named Willow. Chris enjoys spending time outdoors; water skiing, swimming, biking, hiking, and kayaking.

About Infinity Wealth Counsel

Infinity Wealth Counsel, LLC, is a Registered Investment Advisor providing financial planning and investment management services to families and small businesses. As a fee-only RIA, we have eliminated the conflict of interest inherent in the traditional sales based brokerage relationship and are held to a fiduciary standard of care which is significantly stronger than the suitability standard required of other financial professionals. TD Ameritrade is a strategic partner of Infinity Wealth Counsel. They are our primary custodian for client assets. As custodian, TD Ameritrade holds all client assets, executes trades based on direction from Infinity Wealth Counsel and offers a wide variety of financial services at discounted rates to our clients. Dimensional Fund Advisors is a strategic partner of Infinity Wealth Counsel. DFA manages a full site of low cost and tax efficient institutional class mutual funds which provide asset class exposure in accordance to the five factor model developed by Kenneth French and Nobel Prize winner Eugene Fama



Qualifications CRD# 5315534
FirmCRD# 104510
Series 66


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH 
45342
Phone Number (937) 4311925

As a financial planner since 2006, I do so much more than help my clients with their investments. I focus on what they hope to achieve and help them get there with a plan that enables them to work toward their long-term goals. Outside of work, I enjoy travelling to new destinations around the globe and listening to live music.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1223159
FirmCRD# 140643


Office Location 2305 Far Hills Avenue,
Dayton,
OH 
45419
Phone Number (885) 7526644

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

About Artifex Financial Group, LLC

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.



Qualifications CRD# 5276913
FirmCRD# 290343
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 2500 Stratacache Tower,
Dayton,
OH 
45423
Phone Number (937) 6109388

Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree in financial services as well as an M.B.A. in finance. Shon has also earned the distinguished designations of CERTIFIED FINANCIAL PLANNER" and Chartered Financial Analyst. Shon is the current President of the CFA Board of Dayton. Shon is also involved with the Wright State chapter of Delta Tau Delta as an alumni advisor. In the past, Shon has volunteered his time with the Dayton chapter of SCORE, Counselor's to America's Small Business and St. Vincent DePaul gateway shelter. On a personal note, both Shon and his wife Jess grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Beavercreek, Ohio with their three daughters and son.

About Anderson Financial Strategies

Anderson Financial Strategies, LLC is an independently owned financial planning and investment management firm located in Dayton, Ohio. Our mission is to provide both individual and business clients with boutique level attention along with the most advanced financial strategies to help them achieve their goals. We embrace serving as a fiduciary to our clients by placing their needs first. Our focus is on providing unbiased, objective advice that is customized to fit the unique needs of our clients. As a client, you will be plugged into an "ecosystem" of financial advice that is designed to give you confidence about your financial decisions.



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65


Office Location 7310 Turfway Road Suite 550,
Florence,
KY 
41042
Phone Number (513) 3342851

Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters. I also enjoy running and boating.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?